Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,419 | $160,028-70.4% | $147,080-67.8% | $145,884-67.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 27.04% | 98.60%-71.6pp | 420.17%-393.1pp | 551.85%-524.8pp |
| Employer contribution / active EE | $4,656 | $5,286-11.9% | $4,933-5.6% | $4,662-0.1% |
| Participant deferral / active EE | $14,977 | $8,422+77.8% | $8,066+85.7% | $6,690+123.9% |
| Admin fee / account holder | $46 | $15,030-99.7% | $12,989-99.6% | $13,392-99.7% |